USCA RIA’s MDU Resources MDU Stock Holding History

USCA RIA’s Portfolio MDU Stock Details MDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$3.24M	Buy	271,638 +2,390	+0.9%	+$30K	0.2%	149
2021 Q1	$3.24M	Buy	+269,248	New	+$2.93M	0.21%	138

Other funds holding MDU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

USCA RIA's MDU Position: Q2 2021 in Review

USCA RIA increased its MDU Resources (MDU) stake by 0.89% in Q2 2021, buying an estimated $30K and bringing the position to 271,638 shares worth $3.24M. The position accounts for 0.2% of the portfolio, ranked #149.

USCA RIA first reported a position in MDU in Q1 2021 and has held it in 2 quarters since. 393 funds tracked by Wall St. Rank hold MDU as of Q2 2021.

USCA RIA held 271,638 shares of MDU Resources worth $3.24M as of Q2 2021.
USCA RIA bought 2,390 MDU Resources shares in Q2 2021, an estimated $30K.
MDU Resources made up 0.2% of USCA RIA's portfolio in Q2 2021, its #149 holding.
USCA RIA first reported a position in MDU Resources in Q1 2021 and has held it in 2 quarters since.
393 funds tracked by Wall St. Rank held MDU Resources as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.